Several work order options are available from the WOs menu. It's important to understand the differences in these options to determine which option best suits your fleet operations.
The standard work order program is accessed by selecting WOs > WOs from the RTA main menu (WW). This work order option is designed for shops that pre-build work orders and schedule service. Use it to create new work orders; edit, display, add to, and post to existing work orders; and schedule jobs for mechanics to clock onto in Paperless Shop. When processing work orders using this option, the sequence is as follows:
The batch work order program is accessed by selecting WOs > Batch WOs from the RTA main menu (WB). This work order option is designed for shops that input work order data after all the work has been performed. The look is similar to the standard work order but there are minor differences in functionality. When processing work orders using this option, the sequence is as follows:
Here are some of the main differences between the standard and batch work order programs.
Other than the differences listed above, the standard and batch work order programs look and function identically. For example, when posting parts or labor, the process is the same. Both options fully integrate with the other modules in RTA, write to work order transaction reports, and update vehicle costs and history.
NOTE: Because of the similarities between the two work order programs, batch work orders will not be documented separately in this manual. Any differences between the two programs will be noted in that section.
The miscellaneous work order program is accessed by selecting WOs > Misc WOs from the RTA main menu (WM). This option allows costs to be posted to vehicles and vehicle history without having to add work orders. It is designed to track vehicle costs for quick and miscellaneous items done such as a vehicle wash.
This option posts costs to vehicles (STVF) and writes a history transaction (RRV). It does not create a work order or work order transaction; therefore, if the item posted is billable, it should not be posted through Misc WOs. Refer to "Miscellaneous Work Orders" for additional information.